SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,052 hedge funds and large institutions have $9.59B invested in Schwab U.S Small- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 406 increasing their positions, 360 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+112
Holders Change %
+11.91%
% of All Funds
15.42%
Holding in Top 10
71
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+18.33%
% of All Funds
1.04%
New
168
Increased
406
Reduced
360
Closed
47
Calls
$2.3M
Puts
$1.63M
Net Calls
+$672K
Net Calls Change
-$1.11M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$77.2M
2
Morgan Stanley
Morgan Stanley
New York
+$68.1M
3
Empower Advisory Group
Empower Advisory Group
Colorado
+$67.3M
4
CSIA
Charles Schwab Investment Advisory
California
+$39.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$34.1M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$46M
2
FA
Financial Advisors
Massachusetts
-$45M
3
UCFA
United Capital Financial Advisors
Texas
-$29.3M
4
Ameriprise
Ameriprise
Minnesota
-$28.5M
5
BWL
Bogart Wealth LLC
Virginia
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
701
Carolinas Wealth Consulting
North Carolina
$368K -$6.47K -274 -2%
USCWA
702
U.S. Capital Wealth Advisors
Texas
$366K +$22.4K +950 +7%
PG
703
Proffitt & Goodson
Tennessee
$365K – – –
TC
704
Telemus Capital
Michigan
$365K +$116K +4,924 +47%
PS
705
Principal Securities
Iowa
$364K +$364K +15,408 New
KLI
706
Kelman-Lazarov Inc
Tennessee
$362K -$9.35K -396 -3%
CI
707
Cordant Inc
Oregon
$361K -$7.37K -312 -2%
FNBOMD
708
First National Bank of Mount Dora
Florida
$359K – – –
OSAM
709
O'Shaughnessy Asset Management
Connecticut
$358K -$246K -10,420 -41%
PWP
710
Principle Wealth Partners
Connecticut
$358K – – –
RWA
711
River Wealth Advisors
Pennsylvania
$357K +$11.8K +498 +3%
OAM
712
Oppenheimer Asset Management
New York
$354K +$8.27K +350 +2%
SOS
713
Silver Oak Securities
Tennessee
$352K +$256K +10,828 +267%
FAG
714
Fortitude Advisory Group
Washington
$351K -$2.74K -116 -0.8%
GC
715
Gratus Capital
Georgia
$350K +$350K +14,830 New
PA
716
Procyon Advisors
Connecticut
$347K -$115K -4,876 -25%
SFG
717
Sovereign Financial Group
Connecticut
$346K -$33.2K -1,404 -9%
GFA
718
Gallagher Fiduciary Advisors
Illinois
$346K – – –
HFP
719
Holistic Financial Partners
Indiana
$345K -$99.2K -4,198 -22%
BFC
720
Bedel Financial Consulting
Indiana
$344K -$13.1K -554 -4%
FRA
721
Front Row Advisors
California
$343K +$2.36K +100 +0.7%
DIA
722
Dana Investment Advisors
Wisconsin
$343K +$343K +14,532 New
SWC
723
Spectrum Wealth Counsel
Indiana
$337K +$337K +14,260 New
JC
724
Jentner Corp
Ohio
$336K -$134K -5,680 -29%
JWCA
725
J.W. Cole Advisors
Florida
$335K +$22.3K +944 +7%
27 28
29
30 31